Veta Virtual

Manager

• Own the deployment, administration, and continuous improvement of a fast-growing fintech company's workplace technology stack — including SaaS platforms, identity integrations, and automation workflows.
• Work cross-functionally with Security, Cloud, and internal teams to ensure all systems are secure, scalable, and delivering a seamless experience for every employee.
• Manage and optimize the full suite of workplace SaaS applications — including Microsoft 365, Atlassian (Jira/Confluence), Azure, AWS, Zoom, and equivalent platforms — monitoring application health, license utilization, user access, and service configurations at all times.
• Own onboarding and offboarding workflows by ensuring clean, accurate provisioning and deprovisioning of user access across all platforms.
• Collaborate with the Cloud & Workplace lead to continuously improve the employee technology experience through reliable, secure, and well-maintained SaaS tooling.
• Support SSO integrations, SCIM provisioning, and IAM workflows across critical SaaS applications.
• Troubleshoot and resolve identity-related issues across federated and managed applications.
• Develop and maintain scripts and low-code workflows to automate common SaaS operations.
• Identify opportunities for self-service, delegation, and administrative consistency across the tech stack.
• Respond to escalations related to SaaS application functionality, access issues, and service disruptions.
• Document solutions, maintain internal knowledge bases (Jira, Confluence, SharePoint), and contribute to a culture of transparency and technical clarity across the team.
• Participate in SaaS rollouts, platform integrations, tool rationalization efforts, and supporting workplace and Security teams during audits or vendor transitions.

IT Systems Manager, SaaS

Customer Retention Specialist

• Conducting high-volume outbound outreach to hundreds of existing customers daily via phone, with targeted SMS follow-ups.
• Identifying the right customers to target through data analysis and critical thinking.
• Engaging customers in meaningful conversations centered around the value and benefits of returning to the cryptocurrency kiosk platform.
• Educating customers on available products, value-added services, and customer benefits.
• Handling objections, competing offers, and customer concerns with confidence and empathy.
• Leveraging a broad range of sales strategies and marketing tools to create urgency and close re-engagement conversations effectively.
• Identifying trends and revenue opportunities within the existing customer base to drive growth.
• Maintaining accurate activity logs and customer interaction records in CRM tools.

Customer Retention Representative

Account Manager

• Owning the day-to-day communication and relationship management for a portfolio of existing accounts within a fast-moving fintech and cryptocurrency platform.
• Driving retention, renewals, and growth by staying ahead of client needs, resolving issues with urgency, and identifying opportunities to expand product adoption.
• Serving as the primary day-to-day contact for a portfolio of existing accounts — managing all communications across phone, email, chat, and meetings with professionalism and consistency.
• Building strong, long-term relationships with key stakeholders by deeply understanding each account's goals, operations, and pain points, and proactively delivering value at every touchpoint.
• Running regular check-ins, account reviews, and performance updates to ensure ongoing alignment, satisfaction, and trust.
• Owning the full retention strategy for assigned accounts — identifying churn risk early, executing mitigation plans, and managing contract renewals end-to-end including timelines, pricing discussions, and stakeholder coordination.
• Leading renegotiations as needed, partnering with internal teams across Legal, Finance, Compliance, and Sales Leadership to finalize and execute contract terms accurately and on time.
• Troubleshooting account issues and coordinating cross-functional resolution with Operations, Support, Product, Compliance, and Engineering — triaging requests, setting clear expectations, and driving timely outcomes.
• Identifying and closing upsell and cross-sell opportunities by educating clients on new products, features, and programs relevant to their business — maintaining an active pipeline of expansion opportunities and reporting progress against targets.
• Maintaining accurate account documentation, communication logs, and pipeline data in CRM at all times.

Sales Development Rep

• You'll target home-services business owners across the U.S. — roofing, HVAC, plumbing, garage doors, electrical, and landscaping — introducing them to a powerful suite of business growth solutions including websites, local SEO, CRM automation, GoHighLevel software, AI development tools, and hosting services.
• Your day-to-day will involve: Running high-volume multi-channel outbound daily — cold calls (50–70 dials/day), personalized email sequences (100+ touches/day), LinkedIn outreach (25+ touches/day), SMS, and Facebook group engagement — all targeting U.S. home-services decision makers during their working hours.
• Researching priority accounts before every outreach — understanding their business, current marketing footprint, and key pain points — so every conversation feels relevant, timely, and impossible to ignore.
• Qualifying every prospect rigorously using BANT criteria — confirming budget, decision authority, need, and timeline — before a single booking is made.
• Managing a clean, organized, real-time pipeline in GoHighLevel (GHL), tagging every contact by vertical, source, channel, and stage with zero dropped leads or missed follow-ups.
• Booking consultations directly into closers' calendars and running confirmation and reminder sequences to drive show rates consistently above 70%.
• Delivering a sharp 3–5 sentence pre-call brief in the CRM for every booked appointment — covering the prospect's business, pain point, hook used, and products discussed — so the closer walks in fully prepared.
• Submitting daily activity logs and standups via Slack or Loom, and joining weekly pipeline reviews to track performance, act on feedback, and continuously raise the bar.

Sales Development Representative

• You'll target home-services business owners across the U.S. — roofing, HVAC, plumbing, garage doors, electrical, and landscaping — introducing them to a powerful suite of business growth solutions including websites, local SEO, CRM automation, GoHighLevel software, AI development tools, and hosting services.
• Running high-volume multi-channel outbound daily — cold calls (50–70 dials/day), personalized email sequences (100+ touches/day), LinkedIn outreach (25+ touches/day), SMS, and Facebook group engagement — all targeting U.S. home-services decision makers during their working hours.
• Researching priority accounts before every outreach — understanding their business, current marketing footprint, and key pain points — so every conversation feels relevant, timely, and impossible to ignore.
• Qualifying every prospect rigorously using BANT criteria — confirming budget, decision authority, need, and timeline — before a single booking is made.
• Managing a clean, organized, real-time pipeline in GoHighLevel (GHL), tagging every contact by vertical, source, channel, and stage with zero dropped leads or missed follow-ups.
• Booking consultations directly into closers' calendars and running confirmation and reminder sequences to drive show rates consistently above 70%.
• Delivering a sharp 3–5 sentence pre-call brief in the CRM for every booked appointment — covering the prospect's business, pain point, hook used, and products discussed — so the closer walks in fully prepared.
• Submitting daily activity logs and standups via Slack or Loom, and joining weekly pipeline reviews to track performance, act on feedback, and continuously raise the bar.

Sales Development Representative – B2B

Executive Assistant

• Managing complex executive calendars — scheduling, prioritizing, and protecting time across multiple time zones with precision and foresight.
• Serving as the primary point of contact for internal teams, clients, and external partners, ensuring clear and timely communication on behalf of leadership.
• Drafting, reviewing, and managing high-level correspondence — emails, memos, meeting agendas, briefing documents, and executive summaries.
• Coordinating end-to-end domestic and international travel logistics, including itineraries, accommodations, and expense reporting.
• Preparing presentations, reports, and supporting materials for key meetings, board sessions, and stakeholder communications.
• Tracking action items, project deadlines, and follow-ups to ensure nothing falls through the cracks and leadership priorities stay on course.
• Handling sensitive and confidential information with the utmost discretion, professionalism, and integrity at all times.
• Identifying opportunities to streamline workflows, implement tools, and improve operational efficiency within the executive office.

Revenue Operations

• Leading end-to-end revenue operations — from generating quotes and invoices to reconciling discrepancies, tracking receivables, and ensuring timely collections
• Review accuracy against order forms, and resolve discrepancies with sales or customers
• Responding to customer and sales questions on invoicing, taking ownership of collections, and confidently pushing back when needed
• Supporting accurate revenue reporting by collaborating with the accounting team and reviewing SQL query outputs
• Optimizing key systems (QuickBooks Online, Stripe) while leading upgrades, automation projects, and process improvements
• Communicating clearly and professionally with clients regarding billing, invoices, and payment statuses